It was just a hypothetical thought game. If we assume the PFS numbers hold, what value can we put on the incremental net profit that comes from the appreciation in commodity price and the increased production of Cobalt? That’s pretty straight forward, maybe not an analysis we see every day, but straightforward nonetheless. We can easily incorporate any other variable expenses that will be incurred due to the increased production of Co, if you can identify any given the info supplied by the Company.
If prices of Co triple (as an example), that has an impact on your earnings. It has zero impact on costs (excl. tax). You pay tax on it, the rest is yours.
How much is that increased revenue worth to you? Well, after tax, using a hypothetical P/E of 8, the increased earnings are worth in the vicinity of AU$2B.
Agree with you on everything else.
Cobalt $75k, page-18
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